Lpl Financial Holdings shares owned by Brant Point Investment Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Brant Point Investment Management
from 13F filings
Historical chart of Brant Point Investment Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Brant Point Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Brant Point Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 24k | 332.69 |
| 2025-06-30 | $9.0M | 24k | 374.97 |
| 2025-03-31 | $7.6M | 23k | 327.14 |
| 2024-12-31 | $7.6M | 23k | 326.51 |
| 2024-09-30 | $5.9M | 25k | 232.63 |
| 2024-06-30 | $9.6M | 34k | 279.30 |
| 2024-03-31 | $9.1M | 35k | 264.20 |
| 2023-12-31 | $8.9M | 39k | 227.62 |
| 2023-09-30 | $8.9M | 38k | 237.65 |
| 2023-06-30 | $9.0M | 42k | 217.43 |
| 2023-03-31 | $9.0M | 45k | 202.40 |
| 2022-12-31 | $9.7M | 45k | 216.17 |
| 2022-09-30 | $10M | 46k | 218.48 |
| 2022-06-30 | $9.2M | 50k | 184.49 |
| 2022-03-31 | $12M | 67k | 182.67 |
| 2021-12-31 | $8.9M | 55k | 160.09 |
| 2021-09-30 | $10M | 65k | 156.76 |
| 2021-06-30 | $15M | 110k | 134.98 |
| 2021-03-31 | $2.8M | 20k | 142.15 |
| 2020-12-31 | $6.3M | 60k | 104.20 |
More positions owned by Brant Point Investment Management
View all positions for Brant Point Investment Management